Affiance Financial, LLC Ishares Tr Msci Usa Esg Select Transaction History

Affiance Financial, LLC

$378 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 13, 2020	SELL	$52.49 - $69.03 $10,235 - $13,460	-195 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$59.6 - $67.25 $11,622 - $13,113	195 New	195 $26,000

Others Institutions Holding SUSA

# of Institutions

490

Shares Held

19M

Call Options Held

200

Put Options Held

0

Jpmorgan Chase & CO New York, NY

1.6M
Shares

$192 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.5M
Shares

$180 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.18M
Shares

$141 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1M
Shares

$120 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

837K
Shares

$100 Million
0.03% of portfolio

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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